How will a comprehensive Consult help my business?
Comprehensive Consults should happen with anyone who owns a business, real estate, or other complex tax issues. During this meeting we can dive deep into stress points, tax strategies and asset protection. We firmly believe everyone should have a Comprehensive Consult at least once.
What is the “Trifecta”?
Everyone needs a "Trifecta" in their life. Patented by Mark J. Kohler, this system organizes everything from your business to your personal home in an easy diagram. It's the foundation of all our planning and discussions, making financial success simple and achievable.
Are there really Strategies to save on taxes?
This is a loaded question. We have been certified on almost 90 tax strategies that some consider “tax loopholes”. We are apart of a group of top Tax Attorneys and Accountants that dig deep into tax law and strategies. We are constantly learning about developments that your current CPA or Accountant might not even know about.
“You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement. You are here to enrich the world, and you impoverish yourself if you forget the errand.”
—Woodrow Wilson